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HSINCHU, Taiwan, R.O.C. – November 10, 2026 – TSMC (TWSE: 2330, NYSE: TSM) today announced its net revenue for October 2026. On a consolidated basis, revenue for October 2026 was approximately NT$586.89 billion (US$17.85 billion), an increase of 14.7% month-over-month and 59.7% year-over-year. Revenue for January through October 2026 totaled NT$4,485.62 billion (US$136.42 billion), an increase of 43.3%compared to the same period in 2025.
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🔥TSMC reported October 2026 monthly revenue. Revenue increased 59.7% year over year. Revenue for January through October increased 43.3% year over year.
Repurposing the Cybertruck production line adds at least another 125,000 units of annual capacity for Cybercab, bringing total capacity to over 250,000 vehicles per year.
Be crazy if spies have been lurking in X Spaces. 😱
No way Nvidia dismisses Jensen. But if they do, he’s welcome to come run Terafab.
What if Anthropic IPOs and acquires a material stake in Tesla in the open market while the special committees take their time? 🤣
Noise is next-level right now. Here are the signals I'm processing. Tesla: Autonomous Miles and Active FSD Subscriptions. SpaceX: Revenue scales to $100B Annualized Run Rate by end of year.
TSMC reports October revenue tonight. It's a great proxy for Nvidia's revenue and how steep the ramp is for Vera Rubin.
Fall down seven times get up eight. @JensenHuang is a survivor. Apologize, make good, keep building.